+29.3%
KORU vs AVAV
+679.8%
-650.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.7% | +15.2% | +14.1% |
| 7D | +13.0% | -2.2% | +15.2% | +14.0% |
| 30D | +27.3% | -13.9% | +41.2% | +34.2% |
| 3M | -55.3% | -29.2% | -26.1% | -48.6% |
| 6M | +11.6% | -36.1% | +47.7% | +31.9% |
| YTD | +158.5% | -40.2% | +198.7% | +201.2% |
| 1Y | +482.2% | -36.2% | +518.4% | +554.6% |
| 3Y | +471.9% | +47.5% | +424.4% | +322.9% |
| 5Y | +41.1% | +39.3% | +1.9% | -0.9% |
| 10Y | +80.2% | +482.6% | -402.4% | -26.9% |
| All | +29.3% | +679.8% | -650.5% | -62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AVAV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling